Global Beta Advisors LLC
● SEC registered since 2018CRD 298176SEC# 801-113933West Chester, PA
Reg. AUM
$28.8M
Employees
2
Accounts
6
Location
West Chester, PA
Global Beta Advisors LLC assets under management
Global Beta Advisors LLC is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2018. It reports $28.8 million in regulatory assets under management and employs 2 people.
Global Beta Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Vincent Lowry Control | President And Chief Investment Officer | 25-50% | 2017 |
| Vincent Thomas Lowry Control | Managing Member/Chief Executive Officer/Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Global Beta Advisors LLC manage?
Global Beta Advisors LLC reports $28.8 million in regulatory assets under management on its Form ADV.
How many employees does Global Beta Advisors LLC have?
Global Beta Advisors LLC reports 2 employees.
Where is Global Beta Advisors LLC located?
Global Beta Advisors LLC is based in West Chester, PA and has been SEC-registered since 2018.
Does Global Beta Advisors LLC disclose fund performance?
Global Beta Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 N. Five Points Road, Suite 4, West Chester, PA 19380 |
| Phone | 215-531-8234 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1766789 |
| Discloses disciplinary history | No |
Regulatory AUM
$28.8M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$28.8Mregulatory AUM
Discretionary $28.8M